Sales — Lead Enrichment → Outreach → Salesforce Activity

from pathlib import Path

def _find_notebooks_dir() -> Path:
    cwd = Path.cwd().resolve()
    if cwd.name == 'notebooks':
        return cwd
    candidate = cwd / 'notebooks'
    return candidate if candidate.is_dir() else cwd
WORKSPACE = _find_notebooks_dir() / '_sales_workspace'
WORKSPACE.mkdir(parents=True, exist_ok=True)
print('workspace:', WORKSPACE)

# from shipit_agent.llms import build_llm_from_settings
# llm = build_llm_from_settings({'provider': 'bedrock',
#     'model': 'bedrock/anthropic.claude-sonnet-4-5-v2:0'}, provider='bedrock')
# llm = build_llm_from_settings({'provider': 'litellm',
#     'model': 'openai/gpt-4o-mini'}, provider='litellm')
# from shipit_agent.llms import LiteLLMProxyChatLLM
# llm = LiteLLMProxyChatLLM(model='gpt-4o-mini',
#     api_base='https://litellm.internal', api_key='sk-proxy')

from shipit_agent.llms import SimpleEchoLLM
llm = SimpleEchoLLM()
print('llm:', type(llm).__name__)

from shipit_agent.integrations import CredentialRecord, InMemoryCredentialStore
from shipit_agent.tools.base import ToolContext, ToolOutput
from shipit_agent.tools.salesforce import SalesforceTool
from shipit_agent.tools.linkedin import LinkedInSearchTool
from shipit_agent.tools.gmail import GmailTool

store = InMemoryCredentialStore()
store.set(CredentialRecord(
    key='salesforce', provider='salesforce',
    secrets={'token': 'sf-demo'},
    metadata={'base_url': 'https://acme.my.salesforce.com'},
))
store.set(CredentialRecord(
    key='linkedin', provider='linkedin',
    secrets={'token': 'li-demo'},
    metadata={'base_url': 'https://nubela.co/proxycurl/api',
              'auth_mode': 'bearer'},
))
store.set(CredentialRecord(
    key='gmail', provider='gmail',
    secrets={'token': 'gmail-demo'},
))

sf = SalesforceTool(credential_store=store, allow_writes=True)
li = LinkedInSearchTool(credential_store=store)
gm = GmailTool(credential_store=store)

# ---- Salesforce stub --------------------------------------------
def _fake_sf(*, record, method, path, query=None, body=None):
    if '/sobjects/Task' in path and method.upper() == 'POST':
        return {'id': '00T5f000001abcdEAA', 'success': True}
    if path.endswith('/query'):
        return {'totalSize': 0, 'done': True, 'records': []}
    return {}
sf._request_json = _fake_sf

# ---- LinkedIn stub ----------------------------------------------
def _fake_linkedin(*, record, method, path, query=None, body=None):
    return {
        'full_name': 'Priya Menon',
        'headline': 'VP Engineering at Northwind Cloud',
        'company': 'Northwind Cloud',
        'location': 'London, United Kingdom',
        'experience': [
            {'company': 'Northwind Cloud', 'title': 'VP Engineering',
             'from': '2023-01', 'to': 'present'},
            {'company': 'Stripe', 'title': 'Eng Manager',
             'from': '2019-04', 'to': '2022-12'},
        ],
    }
li._request_json = _fake_linkedin

# ---- Gmail stub (google-api based — override .run directly) -----
def _fake_gmail_run(context, **kwargs):
    # Demo-only: pretend no prior thread exists for this contact.
    return ToolOutput(
        text='No Gmail messages found for: [email]',
        metadata={'provider': 'gmail', 'connected': True,
                  'action': 'search', 'count': 0, 'items': []},
    )
gm.run = _fake_gmail_run  # type: ignore[assignment]
print('tools ready:', sf.name, li.name, gm.name)

lead = {
    'name': 'Priya Menon',
    'email': '[email]',
    'linkedin_url': 'https://www.linkedin.com/in/priyamenon',
    'company': 'Northwind Cloud',
}
print(lead)

ctx = ToolContext(prompt='lead enrichment', state={'credential_store': store})

li_out = li.run(ctx, action='lookup_profile', profile_url=lead['linkedin_url'])
print(li_out.text)
profile = li_out.metadata.get('item') or li_out.metadata.get('profile') or {}
# Fall back to the raw stub payload shape — the tool formats it into
# `item`/`profile` depending on the upstream vendor.
profile = profile or _fake_linkedin(record=None, method='GET', path='/', query=None, body=None)
print()
print('headline:', profile.get('headline'))
print('location:', profile.get('location'))

gmail_out = gm.run(ctx, action='search',
                    query=f'from:{lead["email"]} OR to:{lead["email"]}')
print(gmail_out.text)
has_prior_thread = bool(gmail_out.metadata.get('count', 0))
print('has_prior_thread:', has_prior_thread)

subject = f'{lead["company"]} engineering scaling — quick question'
body = (
    f"Hi {lead['name'].split()[0]},\n\n"
    f"Saw you're VP Eng at {lead['company']}. Given your Stripe "
    f"background, curious how you're thinking about agent "
    f"orchestration as your team scales.\n\n"
    f"Would a 15-min call next week be useful? We just shipped "
    f"shipit-agent v1.0.7 — fan-out + budget-gated long runs.\n\n"
    f"— Rahul"
)
print('Subject:', subject)
print()
print(body)

sf_out = sf.run(ctx, action='log_activity',
                 subject=subject,
                 description=body,
                 related_to_id='001xx000003DHPiAAO')
print(sf_out.text)
print('task id:', sf_out.metadata.get('id'))